JBA
Johnson Bixby & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+4,891
| New | +$246K | 0.03% | 106 |
|
|
2024
Q3 | – | Sell |
-5,166
| Closed | -$251K | – | 118 |
|
|
2024
Q2 | $251K | Sell |
5,166
-5,025
| -49% | -$244K | 0.04% | 96 |
|
|
2024
Q1 | $488K | Sell |
10,191
-7,482
| -42% | -$358K | 0.08% | 63 |
|
|
2023
Q4 | $839K | Sell |
17,673
-7,056
| -29% | -$335K | 0.16% | 49 |
|
|
2023
Q3 | $1.17M | Sell |
24,729
-10,563
| -30% | -$499K | 0.24% | 39 |
|
|
2023
Q2 | $1.67M | Sell |
35,292
-8,590
| -20% | -$407K | 0.35% | 33 |
|
|
2023
Q1 | $2.1M | Sell |
43,882
-8,861
| -17% | -$424K | 0.46% | 31 |
|
|
2022
Q4 | $2.46M | Sell |
52,743
-34,323
| -39% | -$1.6M | 0.57% | 28 |
|
|
2022
Q3 | $4.19M | Sell |
87,066
-17,412
| -17% | -$838K | 1.05% | 20 |
|
|
2022
Q2 | $5.24M | Sell |
104,478
-68,318
| -40% | -$3.42M | 1.28% | 19 |
|
|
2022
Q1 | $8.85M | Sell |
172,796
-68,455
| -28% | -$3.51M | 2.28% | 12 |
|
|
2021
Q4 | $12.4M | Buy |
241,251
+15,387
| +7% | +$791K | 3.29% | 11 |
|
|
2021
Q3 | $11.9M | Buy |
225,864
+4,098
| +2% | +$215K | 3.44% | 9 |
|
|
2021
Q2 | $11.6M | Buy |
221,766
+29,071
| +15% | +$1.52M | 3.36% | 9 |
|
|
2021
Q1 | $9.93M | Buy |
192,695
+30,357
| +19% | +$1.56M | 3.14% | 9 |
|
|
2020
Q4 | $8.3M | Buy |
+162,338
| New | +$8.3M | 2.74% | 10 |
|